Strong close today. Some of the recent adds are working well: $Frequency Electronics(FEIM.US) $QQQ $Nebius(NBIS.US) $Hut 8 Mining(HUT.US) $SPY $NetApp(NTAP.US) $Sandisk(SNDK.US)
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$IREN(IREN.US) +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$Hut 8 Mining(HUT.US) +10.45% off a 15Y $9.8B AI DC lease$Cipher Digital(CIFR.US) +16.76%$CleanSpark(CLSK.US) +13.7%$Whitefiber(WYFI.US) +9.18%$Nebius(NBIS.US) and $Coreweave(CRWV.US) are taking their time in the shower.But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.
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Although price action has been a bit weak today, some very bullish datacenter/capex news over the past 24 hours...
- $IREN(IREN.US) signed $2.8B of deals with AI labs, bullish compute- Kimi K3 said over the weekend they are pausing subscriptions because of demand which seems to be entirely consumer and not enterprise yet, bullish compute- $Hut 8 Mining(HUT.US) got a 15-year $9.8B deal today, bullish compute- $Microsoft(MSFT.US) is expanding their partnership with $AMD(AMD.US) and buying more chips, bullish compute- The Information reported that $Alphabet(GOOGL.US) is developing a new chip to use in-house called Frozen V2, they will have to use many of the chip suppliers in the stack to build more chips, bullish compute The CapEx sentiment shift hasn't gone back to normal and Google earnings this week will be the first test to reaffirm the market's expectations of capex, but plenty of new deals and announcements that continue to be bullish on compute constraints and the trade associated with them overall.Source: amit
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🏆 TOP 10 WEEKLY ANALYST RATINGS:
$Hut 8 Mining(HUT.US) $Palo Alto Networks(PANW.US) $Unitedhealth(UNH.US) $Intel(INTC.US) $CleanSpark(CLSK.US) $AMC ENT(AMC.US) $Aerovironment(AVAV.US) $Arm(ARM.US) $Circle(CRCL.US) $Apple(AAPL.US)
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Weekly charts on $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Terawulf(WULF.US) AND $Keel Infrastructure(KEEL.US) look excellent
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BTIG analyst Gregory Lewis raised the price target on Riot Platforms Inc., Cipher Mining Inc, WhiteFiber, Inc., Core Scientific Inc., Hut 8 Corp.
$Riot Platforms(RIOT.US) $Cipher Digital(CIFR.US) $Whitefiber(WYFI.US) $Core Scientific, Inc.(CORZ.US) $Hut 8 Mining(HUT.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Hut 8 Mining(HUT.US) Hut 8 Subsidiary Plans $𝟒.𝟐𝟓𝐁 Senior Secured Notes Offering
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ Hut 8 subsidiary 𝐁𝐞𝐚𝐜𝐨𝐧 𝐏𝐨𝐢𝐧𝐭 𝐃𝐂 plans $𝟒.𝟐𝟓𝐁 notes offering due 𝟐𝟎𝟒𝟐.➤ Proceeds will fund a large-scale 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 development in Texas.➤ Project includes 𝟔 data halls and 𝟑𝟓𝟐 𝐌𝐖 of critical IT capacity.➤ Facility will be built on approximately 𝟓𝟐𝟏 acres in 𝐍𝐮𝐞𝐜𝐞𝐬 𝐂𝐨𝐮𝐧𝐭𝐲.➤ Development plans include construction of an 𝐨𝐧-𝐬𝐢𝐭𝐞 𝐬𝐮𝐛𝐬𝐭𝐚𝐭𝐢𝐨𝐧.➤ Data center already secured under lease with an 𝐀𝐀- or higher-rated tenant. - P
$Alphabet(GOOGL.US) AI Supply Chain ETF:
Since they're raising $80B to finance AI infrastructure expansion.Total 2026 AI Capex: ~$185B [2x 2025]Custom silicon / memory:- $Broadcom(AVGO.US): TPU- $Taiwan Semiconductor(TSM.US): TPU foundry + advanced packaging- $Marvell Tech(MRVL.US): apparently in talks for inference TPU + MPU.- Samsung: HBM- SK Hynix: HBM3E- $Micron Tech(MU.US): third source HBM- $Sandisk(SNDK.US): NANDNetworking & optical:- $Lumentum(LITE.US): R64 optical circuit switch, co-developed w/ Google + in production- $Coherent Corp.(COHR.US): 400G/800G/1.6T transceiver- $Credo Tech(CRDO.US): AECs linking TPU clusters- $Fabrinet(FN.US): contract manufacturer for transceiversGoogle cloud compute:- $NVIDIA(NVDA.US): GPUs- $AMD(AMD.US): GPUs, smaller exposureServer ODM & power:- $Celestica(CLS.US): primary TPU board + rack-level integrator- $Vertiv(VRT.US): CDUs, liquid cooling + rack power architecture- $Eaton(ETN.US): Switchgear, busways, UPS, electrification- $Bloom Energy(BE.US): fuel cells- $Corning(GLW.US): subsea fiberReal estate / colocation:- $Terawulf(WULF.US): hosts Google-backstopped AI capacity + Google holds warrants- $Hut 8 Mining(HUT.US): 245 MW lease w/ Google financial backstop- $Cipher Digital(CIFR.US): Fluidstack/Google HPC hostingJust for a top level overview of potential direct beneficiaries. There are ofc plenty of other names located in Taiwan/Korea like Wiwynn (6669) for server ODM flows.But given the ~$460B cloud backlog, a large chunk of the raise will probably go to more memory since it's ~60% of capex.Also TPUs since Google's thesis is replacing Nvidia with TPUs e.g. Broadcom.
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$Hut 8 Mining(HUT.US) | 𝐇𝐮𝐭 𝟖: Rosenblatt maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟐𝟒
Analyst sees strong HPC contract momentum and improving financial visibility driving further upside.
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$Hut 8 Mining(HUT.US) | 𝐇𝐮𝐭 𝟖: Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟎𝟎, 'Company Well Underway in Repositioning'
Analyst sees strategic shift to hyperscaler infrastructure gaining traction, with financing milestone potentially reshaping investor perception.
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$Hut 8 Mining(HUT.US) | 𝐇𝐮𝐭 𝟖: BTIG reiterates 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟗𝟎
Analyst sees HPC/AI transition gaining momentum, with Fluidstack-Google deal positioning HUT for multi-year contract wins and infrastructure-led growth.Source: Hardik Shah
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Bitcoin breaks through $120,000 historically! The crypto 'Golden Week' is here, which stocks can fly with it?
Bitcoin officially broke through 120K, what other opportunities are worth paying attention to?
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Bitcoin breaks through the historical peak of 117,000! Crypto stocks collectively surge, these concept stocks are worth watching
On July 9th, Bitcoin broke through the historic $112,000 mark for the first time, and surged to $117,000 the next day.
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This Bitcoin ticket should not only focus on the trend of Bitcoin but should pay more attention to the trend of IWM.
$CleanSpark(CLSK.US)$Mara(MARA.US)$Hut 8 Mining(HUT.US)$iShares Russell 2000(IWM.US)
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It is clear that $Hut 8 Mining(HUT.US) is the strongest small mining stock
Hut 8 Mining
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